Job Title: Paraplanner

Industry: Financial Planning

Location: Leamington Spa

Salary: Up to £45,000 (negotiable depending on experience)

Job reference: 9793

Job Description:

Recruit UK Are working with a highly respected, multi-award-winning financial planning firm, proudly listed in the Top 100 Adviser Firms. We value our people, invest in their development, and foster a genuinely supportive and collaborative team culture.

Due to internal progression and maternity leave, they're now looking for a qualified and experienced Paraplanner to join our paraplanning team and support our growing advice function.

The Role

You'll be joining a paraplanning pool, supporting five Financial Advisers, alongside two other paraplanners — one qualified and early in their career, and another currently completing an apprenticeship.

Key responsibilities:

• Produce high-quality suitability reports using Genovo
• Research across investments, pensions, and protection planning
• Perform cash flow modelling
• Complete technical analysis and documentation
• Occasionally attend client meetings alongside advisers
• Ensure advice complies with FCA regulations and firm standards
• Use Intelligent Office (iO) as our back-office system

Experience required:

• A qualified Paraplanner (Level 4 Diploma) or working towards it, with at least 2+ years of paraplanning experience
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent report-writing and research skills
• Familiarity with Intelligent Office and Genovo is preferred
• A proactive, team-oriented individual who thrives in a collaborative environment

What's on Offer:

• Hybrid working after probation (3-month probation period is office-based; WFH 1 day/week post-probation depending on performance and experience)
• Supportive and development-focused culture
• Excellent staff retention and great workplace
• Salary up to £45,000 (negotiable dependent on experience)
• DIS 4 x salary
• 5% ER contribution to pension
• 20 days holiday plus bank holidays, plus Christmas shut down on top (no need to take this out of your annual leave) - holiday increases with time served
• Opportunity to work with a highly skilled, award-winning team
• Ongoing professional development and exam support
• A business that genuinely cares about its people and clients

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections — whether you're exploring new roles or looking to grow your team. Recruit UK are pleased to be working with a respected Independent Financial Advice firm in Leamington Spa to find the right Paraplanner to join their team.

Our commitment to you:

• Start every journey with a genuine conversation to understand your goals
• Provide open and honest market feedback
• Use our financial services network to match you to the right opportunity
• Support you holistically — because career satisfaction goes beyond salary
• Offer UK-wide roles with local knowledge through our regional consultants
• Never hassle you with irrelevant roles